RWA

River Wealth Advisors Portfolio holdings

AUM $804M
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$745K 0.13%
6,062
-174
127
$685K 0.12%
12,030
-30
128
$678K 0.12%
9,023
+627
129
$672K 0.12%
1,397
+468
130
$670K 0.11%
4,609
131
$640K 0.11%
1,855
+93
132
$634K 0.11%
20,175
+8,602
133
$631K 0.11%
2,878
+17
134
$620K 0.11%
2,564
+9
135
$620K 0.11%
10,536
-72
136
$606K 0.1%
4,130
+24
137
$604K 0.1%
6,397
-57
138
$591K 0.1%
15,750
+39
139
$588K 0.1%
3,935
-120
140
$584K 0.1%
7,103
-35
141
$575K 0.1%
33,180
-1,302
142
$573K 0.1%
3,193
-15
143
$572K 0.1%
4,319
+3
144
$565K 0.1%
4,920
+58
145
$552K 0.09%
9,331
+1,392
146
$544K 0.09%
4,626
+586
147
$537K 0.09%
2,038
148
$528K 0.09%
10,055
+223
149
$526K 0.09%
9,505
+200
150
$506K 0.09%
829
-3
4 5
6
7 8